This company’s ticker symbol, which is a reference to gas-to-liquids, represents Chart’s strong positioning in the field of liquefied natural gas (LNG). Thanks to strong demand for the company’s LNG storage tanks and related ancillary equipment such as LNG-capable tubing and heat-exhangers, sales have nearly doubled from $600 million in 2009 to $1.17 billion last year. 

Investors grew especially excited about the company’s burgeoning opportunities in the field of LNG-powered trucks and trains. Shares surged to new all-time highs last fall in anticipation of accelerating sales growth — but those expectations now look premature. It will take some time for those transportation markets to fully develop, and analysts have had to trim their growth forecasts. 

For example, earnings per share (EPS) had been expected to reach a record $4 this year and $5 in 2015, but those estimates have come down by around $0.75 each year. Still, this is a company poised for mid-teens sales growth this year and next, and sales may grow at an even faster pace after that as operations in China expand: Chart expects to double its China-based output in 2015. At maturity, analysts at Lake Street Capital see Chart generating $2.5 billion in annual sales and $8 in EPS, and see shares rising to $114.

This company sells software that can analyze packets of data in corporate networks for any malicious code, in a field known as deep packet inspection. Allot Communications (Nasdaq: ALLT) and Canada’s Sandvine are the industry leaders, with 35% market share each, and Procera controls roughly one-fourth of the market.

Procera had been in the midst of a solid growth spurt, with sales rising at least 25% in each of the past three years. But the company’s exposure to the cable market has come back to bite it: Comcast’s (Nasdaq: CMCSA) move to acquire Time Warner Cable (NYSE: TWC) has led to an industry pause in capital spending. Procera’s sales growth will likely slow to 15% this year, half the rate that analysts had been expecting a few quarters ago. Shares, which traded above $15 as the year began, have moved below $10, to the lowest levels in 30 months.

Yet Procera has some clear positives: First, net cash makes up more than half of the value of this stock. Second, the importance of clean-running data traffic will only increase in the longer term as services like Netflix stream over global networks. Analysts at D.A. Davidson figure that “the changing dynamics of Net Neutrality (will) eventually work in PKT’s favor, and should drive a reacceleration of revenue growth above 15% in 2015.” Their $13.50 price target represents 40% upside.

I’ve long been a fan of this hybrid real-estate/oil-and-gas firm. When I profiled it in early 2013, I noted that this was really more of an asset play than an earnings play, as many of its assets are carried on the books at little cost — but can either produce cash flow or be monetized through sales as management desired.

From an operational perspective, Forestar’s business is developing well. On the company’s fourth-quarter conference call, management noted a solid pace of oil output, along with a steady pace of real estate sales. In light of an expected eventual strengthening in the pace of new home construction, along with still-firm oil prices, this share price pullback has created a nice re-entry point.